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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Tabatha Bratton (CRD# 1529161) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 25 years of experience in the finance industry.
Adam Braunscheidel (CRD# 6035699) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry. Adam Braunscheidel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Drew Brazie (CRD# 1396284) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 25 years of experience in the finance industry.
Lawrence Brazie (CRD# 857097) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 32 years of experience in the finance industry.
Melvin Brazie (CRD# 29441) is an Investment Advisor Representative working at Tudor Financial, Inc. in Dayton, OH and has over 24 years of experience in the finance industry.
Morgan Brazie (CRD# 6230656) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 10 years of experience in the finance industry.
Paul Brazie (CRD# 4253686) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 21 years of experience in the finance industry.
Stuart Brazie (CRD# 2214285) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 31 years of experience in the finance industry. Stuart Brazie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Karen Breed (CRD# 3141861) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry. Karen Breed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Katherine Breitenstein (CRD# 5276571) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has over 15 years of experience in the finance industry.